401(k) · DOL Form 5500 · 2024

David Zwirner Inc 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
259
Participants Below avg headcount
80th
Percentile by assets National rank
$139,874
Avg per participant Near avg balance/head
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Official DOL plan name: David Zwirner Inc 401(k) Profit Sharing Plan & Trust · Sponsored by David Zwirner Inc · New York · Retail Trade

$36M in assets, 259 participants

David Zwirner Inc's David Zwirner Inc 401(k) Profit Sharing Plan & Trust reported $36M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,102 in Retail Trade (8,048 peers)

Coverage in New York

David Zwirner Inc 401(k) Profit Sharing Plan & Trust covers 259 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $36M.

#7,102
in Retail Trade (8,048 peers)
+25.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

David Zwirner Inc 401(k) Profit Sharing Plan & Trust's outsized position by total assets

David Zwirner Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$36,227,422 Top 20% higher than 80% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

David Zwirner Inc 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Zwirner Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David Zwirner Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $29M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • David Zwirner Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 271 in the plan year 2023 filing to 259 in the plan year 2024 filing.
  • David Zwirner Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133686839 · David Zwirner Inc PY 2024 · 401(k)

David Zwirner Inc 401(k) Profit Sharing Plan & Trust · $36M · 259 · 80th

  • PHOTO $36M
  • PHOTO 259
  • PHOTO 80th
  • PHOTO 401(k)
  • PHOTO near Infocision, Inc. 401(k) Plan
  • PHOTO ind #7102

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in New York →

David Zwirner Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

David Zwirner Inc 401(k) Profit Sharing Plan & TrustDavid Zwirner Inc 401(k) Pro…$36MInfocision, Inc. 401(k) Plan$36MSparefoot, Inc. 401(k) Plan$36MCumberland Insurance Group 401(k) Savings PlanCumberland Insurance Group 4…$36MNorican Group US 401(k) Plan$36M
End-of-year total assets ($M) among David Zwirner Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$36M
Net Income$7M
Employer EIN133686839
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Zwirner Inc)

Sponsor-wide plan assets over time

All David Zwirner Inc plans reported in each filing year

Latest sponsor-wide plan assets
$36M 70.98759418674439% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $21.2M $36.2M ▲ +71.0%
Year Plans Participants Total Assets
2022 1 201 $21M
2023 1 271 $29M
2024 1 259 $36M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

David Zwirner Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants David Zwirner Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.036227422 · Participants: 259David Zwirner Inc 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
David Zwirner Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare David Zwirner Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

David Zwirner Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Infocision, Inc. 401(k) Plan in OH ($36M); by covered participants it is The Tustin Group 401(k) Retirement in PA (259 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did David Zwirner Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
David Zwirner Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 25.5% during 2024, from $29M to $36M. Reported net income was $7M.
How have David Zwirner Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Zwirner Inc's sponsor-wide assets grew 71.0%, from $21M to $36M.
Where does David Zwirner Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
David Zwirner Inc 401(k) Profit Sharing Plan & Trust ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to David Zwirner Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Infocision, Inc. 401(k) Plan in OH ($36M, 773 participants).
Which 401(k) plans cover a similar participant headcount to David Zwirner Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Tustin Group 401(k) Retirement in PA (259 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133686839.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.